See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,093 |
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,531 | $65,061-5.4% | $143,757-57.2% | $66,914-8.0% |
| Participation rate | 43.5% | 65.2%-21.7pp | 80.3%-36.8pp | 69.8%-26.3pp |
| Annual return | -16.56% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $515 | $2,361-78.2% | $4,951-89.6% | $2,544-79.8% |
| Participant deferral / active EE | $2,930 | $2,919+0.4% | $5,637-48.0% | $4,237-30.8% |
| Admin fee / account holder | $389 | $502-22.5% | $14,673-97.3% | $593-34.4% |